Wilkinson Global Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114M | Sell |
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|
2025
Q1 | $110M | Sell |
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|
2024
Q4 | $109M | Sell |
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|
2024
Q3 | $103M | Sell |
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|
2024
Q2 | $102M | Sell |
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|
2024
Q1 | $102M | Sell |
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|
2023
Q4 | $90.9M | Sell |
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|
2023
Q3 | $77.6M | Sell |
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|
2023
Q2 | $78.3M | Sell |
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|
2023
Q1 | $71.4M | Sell |
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|
2022
Q4 | $74.9M | Sell |
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|
2022
Q3 | $59.2M | Sell |
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|
2022
Q2 | $63.9M | Sell |
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|
2022
Q1 | $79.4M | Buy |
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|
2021
Q4 | $91.6M | Buy |
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|
2021
Q3 | $93.9M | Sell |
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|
2021
Q2 | $90.1M | Buy |
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|
2021
Q1 | $87.1M | Buy |
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